Musings on Markets
JANUARY 9, 2021
The macro variables that I track on my site relate to the price of risk, a key input into valuation, in both equity and debt markets: US Equity Risk Premiums : The equity risk premium is the price of risk in equity markets.
Musings on Markets
JULY 22, 2021
Restaurant Raw Material : In 2018, Zomato introduced HyperPure, a service directed at restaurants, offering groceries and meats that are source-checked for quality. The service was initiated in 2017 and it had 1.5 Zomato's platform has the benefit of large numbers, but it falls short on both intensity and proprietary data.
Musings on Markets
APRIL 20, 2025
It happened to Microsoft in 2014, Apple in 2017, Nvidia in 2018, Tesla at multiple times in the last decade, and to Facebook, at the height of the Metaverse fiasco. Contrarian Investing: The Psychological Tests! In the abstract, it is easy to understand the appeal of contrarian investing.
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